Report: Q3 broadband access equipment spend remains strong

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According to a report by Dell’Oro Group, a source for market information about the telco, networks, and data centre IT industries, total global revenue for broadband access equipment increased to $3.1 billion, up 1 per cent in Q3 2020 year-over-year.

Growth came from spending on cable infrastructure and CPE equipment, as well as sustained spending on PON equipment.

“The Covid-19 pandemic continues to accelerate operators’ fiber and cable capacity expansions,” said Jeff Heynen, Vice President, Broadband Access and Home Networking. “The net result is a faster transition to premium 1 Gbps residential services.”

Additional Q3 highlights from the report:

  • Total cable access concentrator revenue increased 6 per cent Y/Y to $280 million, driven by solid growth in CCAP licence purchases in North America, EMEA, and CALA.
  • Total DSL Access Concentrator revenue was down 7 percent Y/Y, driven by plummeting ADSL port shipments worldwide.
  • Total Mesh Router unit shipments hit 7.3 million units, as consumers continue to add these systems to ensure whole-home WiFi coverage.

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